Examples of IMS Roles

Example 1: JOURNALSUB – For e-journal access to the website.

Description: This role is for granting access to the e-journal section of the publication. The access will be granted for those customers who subscribe to the journal product.

Task

Values/Description

Vendor Name

 

For accessing

e-journal section on the vendor’s website

Execution Frequency

Periodic Update – Every day at close of business

Inclusion or Exclusion

Inclusion

Level

2

Data selection from

Example of subscription order in Personify.

Select list of distinct customers where:

·       Record Type = “I”

·       Status = “A” (for active)

And has a co-customer or co-customer’s co-customer placed order for:

·       Subscription order

·       Publication code = JOURNAL

·       The date of role execution is between start and end date of order

·       Status = “A” and Fulfill status in (“A”,”G”)

·       Invoice number is NOT null

Typical data volume per role per execution

100 orders per day

Example 2: JOURNALSUBDEL – To revoke roles for journal subscriber for e-journal section of the website.

Description: This role is for revoking access to e-journal subscribers whose subscription to this product is expired or cancelled.

Task

Values / Description

Vendor Name

 

For accessing

e-journal section on the vendor’s website

Execution Frequency

Periodic Update – Last day of each month

Inclusion or Exclusion

Exclusion

Level

2

Data selection from

Example of subscription order in Personify.

Select list of distinct customers where:

·       Record Type = “I”

And has a co-customer or co-customer’s co-customer placed order for:

·       Subscription order

·       Publication code = “JOURNAL”

·       The date of role execution is greater than end date of order

·       Status = “A” and Fulfill status in (“E”) OR Status = “C”

·       Invoice number is NOT null

Typical data volume per role per execution

20 orders per month